Press Release

Helping Retirees Get Their Charitable Giving Right

April 25, 2024
Thomas Pontius

KAR Quoted in Financial Advisor Magazine

Senior Financial Planner Thomas Pontius, CFP® discussed his insights on charitable giving for retirees. Thomas highlights that it’s important to understand what a client’s intent is because there are so many different ways to be charitable.

Check out the Financial Advisor Magazine article here:






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